AB Large Cap Growth Fund Class Z (APGZX)
The fund focuses on investing in a limited number of high-quality U.S. companies with growth potential, emphasizing large-cap stocks and occasionally utilizing exchange-traded funds for investment purposes.
Fund Info
US01878H8850
Jul 1, 2015
$2,000,000
Large-Cap
Growth
Expense Ratio
APGZX has an expense ratio of 0.52%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
AB Large Cap Growth Fund Class Z (APGZX) returned 1.29% year-to-date (YTD) and 11.40% over the past 12 months.
APGZX
1.29%
8.38%
0.09%
11.40%
16.82%
14.25%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of APGZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.61% | -4.25% | -7.60% | 1.96% | 8.38% | 1.29% | |||||||
| 2024 | 3.74% | 7.18% | 2.01% | -5.57% | 6.49% | 5.04% | -3.12% | 2.18% | 1.83% | -0.41% | 5.58% | -1.18% | 25.47% |
| 2023 | 7.53% | -2.68% | 6.77% | 1.81% | 2.58% | 5.15% | 2.39% | -0.76% | -4.90% | -0.51% | 9.28% | 4.81% | 35.12% |
| 2022 | -9.69% | -4.73% | 1.59% | -10.70% | -1.67% | -6.52% | 11.19% | -6.37% | -9.09% | 5.50% | 6.49% | -6.58% | -28.74% |
| 2021 | -2.46% | 0.92% | 2.73% | 8.20% | -0.17% | 5.47% | 4.38% | 2.84% | -6.72% | 7.17% | 0.75% | 3.58% | 29.00% |
| 2020 | 0.48% | -4.53% | -7.51% | 13.33% | 8.46% | 2.04% | 6.16% | 6.15% | -3.47% | -2.14% | 9.31% | 3.85% | 34.47% |
| 2019 | 8.78% | 4.12% | 2.42% | 2.61% | -5.08% | 7.03% | 1.65% | -0.99% | 0.12% | 3.44% | 3.83% | 2.58% | 34.24% |
| 2018 | 7.10% | -2.38% | -2.31% | 1.00% | 3.58% | 1.63% | 2.37% | 3.85% | 0.49% | -6.79% | 2.52% | -7.71% | 2.30% |
| 2017 | 4.13% | 4.15% | 1.36% | 3.85% | 3.21% | -0.77% | 2.04% | 2.00% | 1.17% | 3.19% | 4.12% | -0.35% | 31.81% |
| 2016 | -6.05% | -0.53% | 5.71% | -0.92% | 2.30% | -1.68% | 5.27% | 0.26% | 0.48% | -2.37% | 0.70% | 0.52% | 3.17% |
| 2015 | 1.86% | -5.39% | -1.45% | 7.25% | 1.32% | -0.86% | 2.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of APGZX is 35, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
AB Large Cap Growth Fund Class Z provided a 6.54% dividend yield over the last twelve months, with an annual payout of $7.24 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.24 | $7.24 | $1.57 | $0.61 | $7.10 | $2.15 | $2.20 | $4.43 | $1.95 | $1.11 | $3.49 |
Dividend yield | 6.54% | 6.62% | 1.70% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 8.62% |
Monthly Dividends
The table displays the monthly dividend distributions for AB Large Cap Growth Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.24 | $7.24 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 | $1.57 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.61 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.71 | $0.00 | $2.39 | $7.10 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.15 | $2.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.20 | $2.20 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.43 | $4.43 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.95 | $1.95 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $1.11 |
| 2015 | $3.49 | $3.49 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AB Large Cap Growth Fund Class Z. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AB Large Cap Growth Fund Class Z was 33.87%, occurring on Oct 14, 2022. Recovery took 322 trading sessions.
The current AB Large Cap Growth Fund Class Z drawdown is 4.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.87% | Dec 28, 2021 | 202 | Oct 14, 2022 | 322 | Jan 29, 2024 | 524 |
| -27.96% | Feb 20, 2020 | 23 | Mar 23, 2020 | 45 | May 27, 2020 | 68 |
| -21.57% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -17.57% | Sep 28, 2018 | 60 | Dec 24, 2018 | 45 | Mar 1, 2019 | 105 |
| -14.85% | Dec 2, 2015 | 46 | Feb 8, 2016 | 111 | Jul 18, 2016 | 157 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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